Who Owns ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU)? -- Institutional Holders (2026-06-30)

26 institutions reported holding $266.7M of ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($137.2M), Envestnet Portfolio Solutions, Inc. ($80.4M), PRINCIPAL SECURITIES, INC. ($11.7M), LPL Financial LLC ($10.8M), MML INVESTORS SERVICES, LLC ($6.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$137.2M	5.5M	Added
2	Envestnet Portfolio Solutions, Inc.	$80.4M	3.2M	Added
3	PRINCIPAL SECURITIES, INC.	$11.7M	468,687	Added
4	LPL Financial LLC	$10.8M	430,092	Trimmed
5	MML INVESTORS SERVICES, LLC	$6.1M	242,342	Added
6	PARK AVENUE SECURITIES LLC	$5.2M	207,484	Added
7	&PARTNERS	$4.6M	185,158	Added
8	Cetera Investment Advisers	$3.6M	145,249	Added
9	B. Riley Wealth Advisors, Inc.	$2.4M	97,585	Added
10	JANE STREET GROUP, LLC	$1.2M	49,518	New
11	PRINCIPAL FINANCIAL GROUP INC	$1.1M	45,560	Added
12	Founders Financial Alliance, LLC	$387,415	15,466	New
13	RESOLUTE WEALTH ADVISOR, INC.	$311,554	12,517	Hold
14	COMMONWEALTH EQUITY SERVICES, LLC	$308,590	12,319	Trimmed
15	Allworth Financial LP	$281,456	11,236	Hold
16	Financial Sense Advisors, Inc.	$279,827	11,171	Trimmed
17	OSAIC HOLDINGS, INC.	$236,592	9,444	Added
18	Spire Wealth Management	$169,760	6,777	Added
19	Farther Finance Advisors, LLC	$133,388	5,325	Hold
20	PNC Financial Services Group, Inc.	$72,894	2,910	Trimmed
21	Crews Bank & Trust	$10,270	410	New
22	ASSETMARK, INC	$3,307	132	New
23	UBS Group AG	$1,102	44	Trimmed
24	MORGAN STANLEY	$25	1	Hold
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30